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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,219 | $81,643-66.7% | $70,462-61.4% | $158,950-82.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.06% | 208.51%-197.5pp | 109.08%-98.0pp | 302.91%-291.9pp |
| Employer contribution / active EE | $8,691 | $3,218+170.1% | $2,737+217.5% | $4,762+82.5% |
| Participant deferral / active EE | $2,100 | $4,555-53.9% | $3,710-43.4% | $5,983-64.9% |
| Admin fee / account holder | $1,398 | $6,194-77.4% | $3,845-63.7% | $11,248-87.6% |